Karen Newton, Business and Wealth Strategy - Deciphering The Economy

Following the US, Israel and Iran conflic in the Middle East and the escalation over the weekend, I watched the Markets open this morning with a textbook reaction to the situation. Oil surged sharply. Gold and silver moved higher. Equity indices dropped. Crypto pulled back. Bond yields fell as investors sought safety. There is no panic in these moves. There is repricing.  The key question now is not the headline. It is the second-order effect, the what happens next the defines the investment strategy for the coming weeks and months. The Markets are going to remain volatile while investors have to remain calm.   In this commentary we look at the future impact on the economy and how to position yourself to protect assets and identify opportunities. How Energy Becomes Inflation Oil is a major resource in the Middle East with any unrest impacting oil prices. When oil rises, it rarely stays in the oil market.  Oil is a major part of our lives. Higher ...